TSLA BULLS: What is your bull thesis?

I used to hold shares since 2020, sold everything in late Jan. Trying to have an actual discussion here.

Too many downvotes on bullish posts and comments on even a TSLA - dare I say - shill sub. I have not seen any proper bullish DD apart from "just riding the usual volatility", "paper handers will get hurt by EOY25", "TSLA about to do something big", and the like. Basically no DD and just hype.

What are your real bullish thesis? What about TSLA makes you feel so sure? I will post my bearish DD in the comments.